ISHARES TR

Ticker: IBDS CUSIP: 46435UAA9 Class: IBONDS 27 ETF

Cherry Tree Wealth Management, LLC's Holding History (CIK: 0001985414)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 174,049 Value ($000) $4,226 Avg Close — Range —
Q3 2025
Shares 171,895 Value ($000) $4,184 Avg Close — Range —
Q2 2025
Shares 173,383 Value ($000) $4,208 Avg Close — Range —
Q1 2025
Shares 170,290 Value ($000) $4,118 Avg Close — Range —
Q4 2024
Shares 161,568 Value ($000) $3,871 Avg Close — Range —
Q3 2024
Shares 151,587 Value ($000) $3,694 Avg Close — Range —
Q2 2024
Shares 128,118 Value ($000) $3,040 Avg Close — Range —
Q1 2024
Shares 110,770 Value ($000) $2,636 Avg Close — Range —
Q4 2023
Shares 83,559 Value ($000) $2,000 Avg Close — Range —